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A Member of the CFA Institute Global Network of Societies

 

About the CFA Institute Research ChallengeResearch Challenge Students Pic.jpg

The CFA Society Washington, DC (CFAW) is proud to partner with the CFA Society Baltimore (CFAB) to jointly host the the CFA Institute Research Challenge. This competition gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together for a real world sell-side analysis competition. Students from local universities form teams and are mentored by a faculty advisor and a professional research analyst to produce a research report covering the chosen company. Student teams also make a live presentation of their analysis to a panel of expert judges from top financial institutions. The winners of the local challenge go on to a regional and global competition. This year the Americas regional competition will be held in Boston, MA with the winning team advancing to the global final.

We rely on our CFA charterholders and other financial professionals to serve as event organizers, faculty advisers, industry mentors, graders, and judges at the local, regional, and global levels of competition. If you are a regular member who is interested in being a judge, grader, or industry mentor, and would like to learn more about available volunteer opportunities with the Research Challenge, please contact Bill Scott at bscott@cfawashington.org

Please Note: One additional benefit of becoming a volunteer is the opportunity to earn CE credits. The credits are processed at the end of each season in May and are distributed as follows:

  • Industry Mentors: 1 CE credit/1 SER credit
  • Graders: 4 CE credits
  • Judges: 4 CE credits

How It Works
Local Level Competitions

Local level competitions are organized and judged by Local Hosts (CFA Institute member societies and volunteers).
Local Hosts are responsible for:

  • Securing subject companies,
  • Recruiting volunteers (such as mentors and judges), and
  • Inviting universities in their geographic region to participate.

Regional and Global Level Competitions

The regional and global competitions are hosted by CFA Institute. The winner from each local competition advances to one of the three regional competitions: in the Americas; the Asia Pacific; and the Europe, Middle East, and Africa regions.

The winners from each regional competition advance to the Global Final, where one team emerges as the global champion of the CFA Institute Research Challenge.

Baltimore and Washington DC CFA Competition

CFA Society Washington, DC (CFAW) and CFA Society Baltimore (CFAB) are partnering again for the 2018 local competition.

Universities that competed last year were (in alphabetical order): American University, Johns Hopkins University, Loyola University, Towson University, and the University of Maryland. We kicked off the competition on November 4th with Danaher as our subject company (NYSE: DHR). Danaher is a global science and technology innovator committed to helping customers solve complex challenges and improve quality of life around the world. Their family of world class brands have unparalleled leadership positions in some of the most demanding and attractive industries, including life sciences, medical diagnostics, dental, environmental and industrial solutions. Our special thanks go out to Matt Gugino, VP of Investor Relations at Danaher, and all of the great people at Danaher for facilitating this wonderful opportunity for our local students.

A Special Thank You to last year's Research Challenge sponsor

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 Get Involved

Why Marta and João Volunteer        photo of volunteers Marta and João
Listen to Industry Mentor: Marta Calvário
Listen to Faculty Adviser: João Almeida